Ideas
Memory makers are locking in huge margins.
Memory and data storage companies have adopted new business models with long-term agreements that lock in huge gross margins, and they are no longer overbuilding. Most are returning capital through buybacks, and they trade at cheap multiples relative to their growth.
Negative sentiment creates a buying opportunity.
The negative sentiment and weaker guidance following Cisco's earnings report actually present a buying opportunity.
Buy the stock on a pullback.
While Honeywell Aerospace has struggled, the core business is performing well under current management, making it a buy if the stock pulls back to $220.
A solid order book drives strong growth.
The company is positioned for a very strong year driven by an incredibly solid order book.
Excellent quarter solidifies long-term growth prospects.
While short-term profit-taking is understandable after a parabolic spike, the company's excellent quarter solidifies it as a strong long-term holding.
The stock is cheap at current multiples.
Despite concerns over a recent acquisition, the company is performing well and the stock remains too cheap at 20 times earnings.
Great company but too expensive to chase.
The company reported a stellar quarter with accelerating growth and is successfully using AI to reduce costs and improve its product, but the stock is too expensive to chase at 34 times forward earnings.
Sell the bounce due to AI risks.
Despite a recent earnings beat, the company faces an uphill battle against AI displacement worries, making the recent 40% bounce a terrific opportunity to sell.
AI worries and high valuation limit upside.
The stock has been beaten down by AI displacement worries and is no longer cheap at 33 times earnings, making it less attractive than its peers.
These travel agents offer better relative value.
For investors wanting to bet on online travel agents overcoming AI competition, these companies offer much better value and consistency than their peers.
Unprofitable company is too risky to own.
The company remains unprofitable eight years after its IPO and recently reported another money-losing quarter, making it too risky for this stage of the market.
New product drives profitable speculative growth opportunity.
This small spintronics company is surprisingly profitable and experiencing a major breakout thanks to strong sales of a new magnetic switch sensor, making it an interesting speculative buy.
Headline risks and poor earnings warrant caution.
The company has a sordid history, faces headline risk over its products being used by the Russian military, and recently reported a heinous quarter.
Great long-term stock at a reasonable valuation.
The company is a great long-term stock that is currently turning a corner and trades at a reasonable 22 times earnings.
Positive analyst targets and a solid yield.
The stock is receiving positive analyst recommendations with rising price targets and offers a solid 3.25% yield.
Great long-term robotics play with chart risks.
The company is a great long-term robotics play, but investors should buy slowly due to its currently ugly stock chart.
Profitable company succeeding in a tough space.
Although neurological issues are a tough space, the company is profitable and does a good job with its formulations.
Low valuation compensates for slower growth segments.
Despite having a slower-growing segment, the stock is very inexpensive at 10 times earnings, which compensates for its issues.
This CNBC video, published August 17, 2026,
features Jim Cramer
discussing SNDK, STX, WDC, MU, CSCO, HON, VRT, MSFT, ABT, ABNB, EXLS, MMYT, EXPE, BKNG, ESTA, NVEC, UI, UBER, SKT, ROK, NBIX, AMKR.
18 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
SNDK,
STX,
WDC,
MU,
CSCO,
HON,
VRT,
MSFT,
ABT,
ABNB,
EXLS,
MMYT,
EXPE,
BKNG,
ESTA,
NVEC,
UI,
UBER,
SKT,
ROK,
NBIX,
AMKR
